Your Success is a Team Effort

When you partner with your advisor, you also gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, your advisor will orchestrate a bespoke plan, tailored to your situation.

Your team of dedicated professionals is constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on putting your interests first.

A Community Empowers Your Advisor

Buckingham Strategic Partners is a practitioner of a fiduciary approach and was founded on the belief that there’s a better way for people to invest. It is a learning organization, actively collaborating to solve complex problems for our clients. Our colleagues focus on a variety of investment areas and you can rest assured that your advisor is backed by a community of financial and investment professionals collaborating and supporting you on your investment journey.**


Chartered Financial Analysts across Buckingham


Trading and portfolio managers watching your investments


Dedicated financial professionals

**Figures include associates of Buckingham Wealth Partners, Buckingham Strategic Wealth and Buckingham Strategic Partners.

As of 9/30/2022.

Your advisor is your steward. But they’re backed by a team of like-minded professionals.

Your Advisory Team

Advisors are out front, visible and proactive. Their focus is collaborating with you in designing a strategic plan, working with you during life’s inevitable transitions and educating you along the way. They are always available to provide support and guidance during your journey.

The Broader Buckingham Family

Our firm’s network of innovative specialists share investment and planning insights with your advisor so you always benefit from the latest knowledge.

Other Professionals

We collaborate with industry leaders and strategic partners to incorporate their insights into your plan. Your advisor generally works with other professional advisors, such as attorneys and CPAs, to ensure your tax, investment and estate strategies are cohesive.

Evidence-Driven Investing™ is Continuously Evolving

Your investment approach is informed by both Buckingham’s Investment Policy Committee and Evidence-Driven Planning™ Committee (EDPC). This collaboration results in a strategy combining strong convictions and a passion to progress.

Buckingham’s committees, in conjunction with your advisor, scour academic and other research in pursuit of better outcomes for clients. Recommendations should not be the opinion of your advisor or any individual on our committees. Rather, guidance should be based on decades of academic and practitioner research and as the evidence evolves, so should the recommendations.

By relying on research to guide investment decisions, it can slow down the implementation of new strategies. But that is ok—your financial wellbeing is too important to leave to chance.

As investments and markets evolve, your advisor will continue to do the research, so you don’t have to.

Sample List of Areas to Continuously Explore

Monetary Policy

Tax Policy

Financial Planning Strategies

New Asset Classes

Rebalancing Methodologies

Retirement Income

Optimizing Debt

Enhanced Cash Management

Income Guarantees

Alternative Currencies Like Cryptocurrency

Private Equity

Enhanced Personalization

ESG Strategies

Holistic and Comprehensive: The Power of Community in Planning

Your advisor’s home base is supported through multiple teams, including portfolio managers, traders, investment researchers and bond portfolio teams. Guided by the IPC and EDPC committees, these teams tirelessly work together to support every aspect of your planning pyramid and implement Evidence-Driven Investing™ strategies on your behalf.

This frees up your advisor to focus on what matters most—you and your financial well-being.

Together, our community supports you and your advisor with strategic thinking from a deep bench of specialists—setting you on a path directly towards your impact, life and money goals.

More Than Comfort.
Your Team Can Provide Real Value.

The average investor earns significantly less than the funds in which they invest. That doesn’t have to be you.

Over the years, a number of research studies have measured the difference between reported fund performance compared to actual investor performance. Why is there a difference? Investors often buy into a fund after a winning streak (at high prices) and sell when they get nervous (at lower prices). Buying high and selling low is not an optimal strategy, but that is what so many investors do when they let their emotions drive decision-making.

The Evidence-Driven Investing™ approach seeks to close that gap. Your advisor’s role is to keep you focused on the long-term and minimize the inevitable emotional ups and downs that can affect the performance of your investments.

How Your Advisor Can Add Value

The value of working with a professional team extends well beyond the returns you earn on your investments. According to a Vanguard study, professional support across implementation, rebalancing, behavioral coaching, tax management and spending strategies has the potential to add about 3% in total net returns each year!

Typical Value Added for Client


Suitable asset allocation using broadly diversified funds/ETFs


Cost-effective implementation (lower expenses)




Behavioral coaching


Asset location


Spending strategy (withdrawal order)


Total-return versus income investing


Total potential value added in net returns

Pursuing Better Outcomes

It begins with your advisor but doesn’t end there. They are backed by a community of professionals dedicated to helping clients realize their life and wealth goals.

Unlike some in the financial industry, your advisor will approach your investment experience with care and dedication. The Evidence-Driven Investing™ methodology involves working tirelessly to find ways of potentially improving your outcomes at all stages of your financial journey.

Ready to take the next step?

Contact your advisor to learn more about Evidence-Driven Investing™.